Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erez? Claim Your ProfileErez Avidan is a financial advisor who has been working in the financial industry since 2009. Erez is currently registered with Morgan Stanley in New York, New Jersey, and Texas. Erez has previously worked with other firms such as Citigroup Global Markets Inc., Capital One Investing, LLC, AEGIS CAPITAL CORP, National Securities Corporation and OBSIDIAN FINANCIAL GROUP, LLC. Erez holds FINRA Series 7, 63, 24, 65 and SIE licenses and specializes in portfolio management for individuals, businesses, and investment companies. Erez is also a partner in Avidan Holdings LLC, a real estate business based in Tenafly, New Jersey.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
10/08/2021 - Present
Morgan Stanley (New York NY)
NY
11/28/2016 - 10/11/2021
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
04/06/2015 - 11/29/2016
CAPITAL ONE INVESTING, LLC (GARDEN CITY NY)
NY
05/29/2014 - 04/07/2015
AEGIS CAPITAL CORP. (NEW YORK NY)
NY
11/21/2012 - 06/27/2014
NATIONAL SECURITIES CORPORATION (NEW YORK NY)
NY
08/11/2011 - 12/07/2012
OBSIDIAN FINANCIAL GROUP, LLC (NEW YORK NY)
NY
07/11/2011 - 08/05/2011
GLOBAL ARENA CAPITAL CORP (NEW YORK NY)
NY
03/04/2011 - 07/12/2011
BROKERSXPRESS LLC (MELVILLE NY)
NY
06/11/2010 - 03/07/2011
INVESTACORP, INC. (MELVILLE NY)
NY
11/03/2009 - 07/02/2010
J.P. TURNER & COMPANY, L.L.C. (MELVILLE NY)
NY
09/24/2009 - 11/03/2009
NATIONAL SECURITIES CORPORATION (HUNTINGTON NY)
IA
Issued 05/20/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/05/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/2014
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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